Digital Transformation
Automate processes and eliminate repetitive manual work
Optimization and automation of business processes with technology: RPA (software bots), digital workflows, system integrations, paper elimination. 40-60% reduction in process times and freeing of human capacity for strategic work.
Digitization: from manual to digital and automated
Map current process
We understand how it works today (as-is)
Optimize by eliminating unnecessary steps
We redesign process (optimized to-be)
Digitize with appropriate technology
RPA, workflows, integrations
Golden rule
Don't digitize bad process. First optimize (eliminate waste, simplify flow), then digitize. If you automate inefficiency, you'll have faster automated inefficiency without real value.
When is digitizing processes critical?
Time-consuming intensive manual processes
Teams dedicating 20-40% of time on repetitive manual tasks: copying data between systems, manually generating reports, processing paper forms.
Repetitive work with same pattern always
Processes executed dozens or hundreds of times with same flow: invoice processing, approvals, validations, document generation.
Systems that don't communicate with each other
Data trapped in silos. People manually copying information between systems (CRM → ERP → Accounting). High error risk.
Approvals that take days due to waits
Processes trapped in email inboxes waiting for approval. 30-minute task that takes 5 days due to waits.
Paper processes that must be eliminated
Physical forms, files in folders, documents that get lost. Need for digital traceability and remote access.
Need to scale without hiring proportionally
Business growing but you can't hire 10 more people. Automation allows processing 2-3X volume with same team.
4 technologies according to process type
RPA (Robotic Process Automation)
Typical ROI: 200-400% first yearSoftware bots that mimic human actions: open applications, copy data, type, click, read documents.
Repetitive tasks in multiple systems without APIs, legacy systems that can't be integrated, processes with clear and predictable rules.
UiPath, Power Automate, Automation Anywhere, Blue Prism
Bot that extracts data from PDF invoices, enters them in accounting system, and sends confirmation email. No human intervention.
Digital Workflows
Typical ROI: 150-300% first yearApproval flows and automated tasks where system moves work between people according to business rules.
Approval processes, sequential tasks between departments, requests requiring structured human intervention.
Power Automate, Nintex, K2, Monday.com workflows
Purchase request that automatically routes to appropriate manager according to amount, if approved goes to finance, if rejected returns to requester. Automatic notifications.
API Integrations
Typical ROI: 250-500% (more sustainable than RPA)Direct connections between systems for automatic data synchronization without human intervention.
Permanent solution between modern applications with APIs, high transaction volume, need for real-time.
Native APIs, Zapier, Make (Integromat), MuleSoft, Dell Boomi
E-commerce sale automatically creates order in ERP, updates inventory, generates invoice in accounting system. Everything in real-time.
OCR + AI (Intelligent Automation)
Typical ROI: 300-800% (eliminates very manual work)Optical character recognition + artificial intelligence to extract and classify information from documents.
Process invoices/receipts/contracts on paper or PDF, automatically classify documents, extract unstructured data.
Azure Form Recognizer, Google Cloud Vision, ABBYY, UiPath Document Understanding
System that receives 500 PDF invoices, automatically extracts vendor/amount/date, classifies by type, and enters in accounting. 95%+ accuracy.
How we digitize your processes
IDENTIFICATION AND PRIORITIZATION
1-2 weeksIdentification of automatable processes, Calculation of hours/year consumed per process, Technical complexity estimation, Preliminary ROI per process, Prioritization (impact vs effort matrix)
PRE-AUTOMATION OPTIMIZATION
1-2 weeksDetailed mapping of current process (as-is), Identification of waste and unnecessary steps, Optimized process redesign (to-be), Validation of optimized process with stakeholders
AUTOMATION DEVELOPMENT
2-6 weeksDevelopment of RPA bot or digital workflow, Integration configuration, Exhaustive testing with real cases, Adjustments based on tests, Technical documentation
IMPLEMENTATION AND TRAINING
1-2 weeksDeployment in production environment, End-user training, Intensive monitoring first days, Adjustments according to operational feedback
MONITORING AND OPTIMIZATION
OngoingBot/process metrics dashboard, Error and exception monitoring, Incremental optimizations, Continuous technical support (3-6 months)
DURATION PER PROCESS: 4-10 weeks depending on complexity
What's included
Analysis and Optimization
- Identification of automatable processes
- ROI calculation per process
- Process optimization before automating
- Technical solution design
Development and Implementation
- Development of RPA bots or workflows
- Integration configuration
- Exhaustive testing
- Production deployment
- Technical documentation
Training
- End-user training
- IT team training (maintenance)
- User manuals
- Tutorial videos
Monitoring and Support
- Monitoring dashboard
- Automatic error alerts
- 3-6 months support included
- Adjustments and optimizations
Benefits
Reduction in process execution time
Elimination of manual errors
Human capacity freed for strategic work
Availability without overtime cost
Typical first year ROI
weeks Implementation per process
Top 10 processes with highest automation ROI
Invoice processing
Receive, validate, approve and enter invoices in accounting. High volume, clear rules.
Client/employee onboarding
Collect data, create accounts, send access, training. Multiple systems.
Bank reconciliations
Cross bank transactions with accounting records. Tedious manual work.
Report generation
Extract data from multiple sources, consolidate, format, distribute. Daily/weekly.
Purchase order processing
Receive request, validate budget, approve, create PO, send to supplier.
Inventory updates
Synchronize inventory between stores, e-commerce, warehouse. Critical for retail.
Request processing (credits, claims)
High volume, system validations, rule-based decisions.
Expense approvals
Validate receipts, verify policy, approve according to hierarchy, reimburse.
Data migration between systems
When implementing new system, migrate thousands of records from old system.
Simple request handling
Chatbots that resolve frequent questions or execute simple actions (reset password, check balance).
Frequently Asked Questions
We prioritize by ROI: (Annual savings - Automation cost) / Automation cost. Factors: (1) Volume: Processes executed 50+ times/month have higher ROI. (2) Time consumed: Processes taking 10+ hours/week from team. (3) Technical complexity: Simple processes with clear rules automate faster. (4) Errors: Processes with high human error rate. (5) Business impact: Critical bottlenecks. Impact vs effort matrix identifies quick wins.
Well-designed automations are resilient to minor changes. Significant changes require adjustments (similar to training employee when process changes). We include post-implementation support for adjustments at no cost. Typical annual maintenance: 10-15% initial cost (much lower than cost of people executing manually). Very unstable processes (change weekly) should NOT be automated until stabilized.
RPA is quick tactical solution (weeks) when native integration isn't viable: legacy systems without APIs, prohibitive integration cost/time, temporary solution while migrating to new system. API integration is permanent strategic solution (months) when: high transactional volume, critical real-time, modern applications with APIs, long-term solution. We frequently combine: RPA for immediate quick wins, then API integrations for sustainable solution.
Very secure if implemented correctly: (1) Dedicated credentials: Bot has own credentials with minimum necessary permissions, doesn't share human passwords. (2) Traceability: All bot activity is recorded in auditable logs. (3) Encryption: Sensitive data encrypted in transit and at rest. (4) Compliance: We design automations aligned to ISO 27001, SOC 2, regulations. In fact, bots are frequently MORE secure than humans: they don't make errors, follow procedures exactly, everything is auditable.
Yes, RPA is ideal precisely for that. RPA doesn't require modifying existing systems or access to code/database; bot interacts with user interface as person would. We've successfully automated in: 80s mainframes, AS/400 systems, old client-server applications, proprietary systems without APIs, old desktop applications. If person can do it manually, bot can do it automated.
Avoid automating: (1) Processes with complex judgment: Decisions requiring intuition, empathy, negotiation. (2) Highly unstable processes: Change every week, automation requires constant adjustments. (3) Processes with >30% exceptions: If majority of cases are "special", automation isn't efficient. (4) Poorly designed processes: First optimize, then automate. (5) Regulated processes without clear traceability: Where manual audit is critical. During evaluation we identify what must be optimized before automating and what is good candidate.
Ready to digitize and automate processes?
30-minute evaluation. We identify processes with greatest automation potential and calculate preliminary ROI.